Part 8/11:
The author highlights that institutional investors—around 70% of whom are waiting for clear signs of autonomous revenue—are patiently watching for this transition. Once the trajectory is confirmed, the narrative will shift from "will it happen" to "how fast it will happen," resulting in a swift re-evaluation of Tesla’s value.
Short-Term Opportunities and Long-Term Confidence
Looking ahead, the author is highly optimistic about the near-term trajectory, especially given the upcoming earnings report. There's an expectation of a possible upside surprise, driven by faster-than-anticipated scaling of robo taxis. A temporary plateau or brief stagnation might occur as Tesla navigates initial hurdles, but the long-term outlook remains robust.